M3 Advisors offers financial planning, consulting, and advisory services to individuals, businesses, trusts, estates, and charitable foundations. M3 Advisors helps clients articulate their financial goals and develop strategies covering income, net worth, risk tolerance, retirement needs, and estate and tax planning. While M3 Advisors provides planning and consulting directly, portfolio management and asset handling are referred to third-party money managers through Valmark Advisers. Representatives of M3 Advisors also maintain affiliations with Valmark Securities and various insurance agencies, allowing them to offer securities and insurance products alongside their advisory services.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
- Hourly consulting — $100 to $800 per hour depending on the complexity of your situation
- Project-based financial planning — $500 to $100,000 based on the scope and complexity of your financial plan
One-Time Plan:$500 - $100,000
Hourly Rate:$100 - $800/hr
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